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Autotask + Google Sheets

Add new accounts in Autotask to a Google Sheets spreadsheet

Logging account data can be a rough job. Thankfully you have Zapier to help keep you on track! With this Zap, every time a new account appears in Autotask we'll shoot this information over to a Google Sheet. Now you can access your Accounts in Sheets, make a custom chart with your data, and then share it with your team!

Logging account data can be a rough job. Thankfully you have Zapier to help keep you on track! With this Zap, every time a new account appears in Autotask we'll shoot this information over to a Google Sheet. Now you can access your Accounts in Sheets, make a custom chart with your data, and then share it with your team!

  1. When this happens...
    AutotaskAutotask

    Finds an account.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Help Text

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Scheduled
    Try It
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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